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Name Holding Trade Value Shares
Change
Change in
Stake
BLC
251
Brown, Lisle/Cummings
Rhode Island
$7.96K -$555 -4 -7%
APFP
252
Action Point Financial Planning
Michigan
$6.25K +$6.11K +44 New
SGFG
253
Silver Grove Financial Group
New York
$5.54K +$5.41K +39 New
TWD
254
True Wealth Design
Ohio
$4.41K +$2.77K +20 +182%
LFG
255
Larson Financial Group
Missouri
$3.13K -$46.2K -333 -94%
NA
256
NewEdge Advisors
Louisiana
$3.01K – – –
IA
257
IFP Advisors
Florida
$2.7K +$832 +6 +46%
PTC
258
Private Trust Company
Ohio
$2.13K +$1.11K +8 +114%
MPWT
259
MassMutual Private Wealth & Trust
Connecticut
$1.99K +$971 +7 +100%
KG
260
Kilter Group
New York
$1.85K -$139 -1 -7%
BAM
261
Bellevue Asset Management
Washington
$1.85K +$1.8K +13 New
WA
262
WPG Advisers
Maryland
$1.71K – – –
BTI
263
Blue Trust Inc
Georgia
$1.71K +$416 +3 +33%
CA
264
CoreCap Advisors
Michigan
$1.56K +$1.53K +11 New
NSIM
265
North Star Investment Management
Illinois
$1.56K +$1.53K +11 New
BIA
266
Bell Investment Advisors
California
$1.14K +$139 +1 +14%
CFM
267
Cornerstone Financial Management
Massachusetts
$995 -$416 -3 -30%
Optiver Holding
268
Optiver Holding
Netherlands
$995 +$555 +4 +133%
IPS
269
Investors Portfolio Services
Washington
$853 – – –
QL
270
Quarry LP
New York
$853 +$832 +6 New
BFPW
271
BOK Financial Private Wealth
Colorado
$713 +$694 +5 New
MB
272
MidFirst Bank
Oklahoma
$711 – – –
GI
273
GAMMA Investing
California
$711 +$694 +5 New
GSWM
274
Golden State Wealth Management
California
$571 – – –
MCM
275
MV Capital Management
Maryland
$569 -$277 -2 -33%